Subcontractor details report2019-09-11T09:02:08+01:00

Subcontractor details report

Subcontractor details report

Okappy's unique networked approach means you can connect to your customers and subcontractors and unlike more traditional Customer Relationship Management (CRM) systems.

With Okappy, if your subcontractor's update their contact details, this automatically updates within your connections tab.

To keep track of your subcontractor details, see when subcontractors were added, import your data into programmes such as Mailchimp and create beautiful customer dashboards, you can generate a report showing all your subcontractor details.

To generate a subcontractor report, follow the steps below.

Generate your subcontractor details report

To generate a report showing all your subcontractor details

  • Click Reports in the menu bar
  • Click Other and then Subcontractors

This will generate a report showing your

  • Subcontractors name,
  • Contact name,
  • Email,
  • Telephone,
  • Mobile,
  • Website
  • Address, and
  • Date the subcontractor was added.
Reports view subcontractors

Reports view subcontractors

Export your subcontractor details report

You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.

Export Subcontractors Report to Google Sheets

Export Subcontractors Report to Google Sheets

Export Subcontractors Report to Excel

Export Subcontractors Report to Excel

Share your report

You can share your report by email to colleagues or your customer by clicking the email icon ( Email report ) at the top of the report.

Email Report

Further information

For further information about the reports you can generate from within Okappy, check the reports section of our support site.  Alternatively, check out the questions and answers in our forum.